Strategic Finance Manager, Contact Center/Marketing

About Us

Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a top-decile private equity fund with $4.0 billion of committed capital, Vertex is building a best-in-class national platform. Our company is built on our core values - servant leadership, unwavering character, a growth mindset, persistence, empowerment, pace, and fun - and guided by three pillars: being the Employer of Choice, Partner of Choice, and Contractor of Choice. We offer transformative support in operations, marketing, training, talent, finance, and technology, all while preserving the autonomy of local brands.

Position Summary

The Strategic Finance Manager, Contact Center/Marketing owns the integrity, visibility, and financial accountability of marketing performance across the full funnel - from spend to revenue. This role ensures marketing operates as a data-driven, financially disciplined function, enabling leadership to clearly understand performance, efficiency, and return on investment. The position plays a critical role in aligning marketing, sales, contact center, and finance through accurate data, forecasting, and actionable insights.

Key Responsibilities

Own data accuracy and system integrity across marketing and financial tracking platforms (ServiceTitan, Five9, Sigma, and external spend tracking tools)

Establish and maintain a single source of truth for marketing performance across brands, regions, channels, and vendors

Identify trends, reporting inconsistencies, and opportunities in call center, lead volume, and operational analytics

Ensure all marketing spend is accurately captured, reconciled, and tied to revenue outcomes in partnership with Finance/Accounting

Develop and maintain channel performance scorecards, identifying trends, gaps, and areas of underperformance

Provide full-funnel visibility, highlighting breakdowns in conversion, demand generation, and capacity constraints

Organize and synthesize large volumes of data into concise, digestible insights for executive and cross-functional audiences

Deliver clear, actionable reporting and insights to the CMO and cross-functional leadership

Support marketing forecasting, budgeting, and scenario modeling including spend allocation and conversion

Facilitate coordination across Marketing, Contact Center, Sales, and Finance to ensure aligned performance and decision-making

Key Outcomes

Trusted, accurate, and validated marketing and call center data across all systems

Clear linkage between marketing spend and revenue outcomes with minimal attribution gaps

Clear visibility into funnel performance, lead flow quality, and vendor attribution

Early identification of operational breakdowns and conversion inefficiencies

Transparent and measurable channel performance across all marketing investments

Alignment between demand generation and operational capacity

Stronger vendor accountability and performance transparency

Enhanced confidence in reporting accuracy and marketing investment decisions

Qualifications & Characteristics

Required:

Strong analytical mindset with the ability to identify trends, anomalies, and root causes within complex datasets

Exceptional attention to detail and commitment to data accuracy and integrity

Advanced Excel and data manipulation skills; ability to translate insights across functions

Strong communication skills, especially with departmental leaders

High curiosity and problem-solving skills to understand root causes

Ability to manage multiple priorities in a fast-paced environment

Preferred:

Background in marketing analytics, finance, or revenue operations or call center analytics

Experience with CRM/Contact Center tools like ServiceTitan, Five9

Experience with BI tools such as Sigma and Snowflake, or similar platforms

Familiarity with forecasting, budgeting, and performance modeling

Experience auditing lead flows, attribution models, or funnel conversion processes

Familiarity with AI tools and a willingness to leverage technology to improve workflows and reporting

Compensation & Benefits Disclosure

Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The “Estimate of Total Expected Annual Earnings” listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary.

Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs.

Estimate of total expected annual earnings:

$130,000 - $150,000 USD

Compensation & Benefits Disclosure

Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The “Target Hourly Compensation” listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary.

Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs.

Target Hourly Compensation:

$105,000 - $120,000 USD

Compensation & Benefits Disclosure

Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The “Target Salary Compensation” listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary.

Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs.

Target Salary Compensation:

$105,000 - $120,000 USD

Benefits:

Full-time employees are eligible to participate in the following benefits:

Health, Dental, and Vision Insurance

401(k) with company match

Company sponsored Life and AD&D coverage

Paid Time Off

Opportunities for growth and on-the-job training

Why Join Us?

Build Something Big – Shape processes for a rapidly growing organization.

Growth-Oriented Culture – Work in a dynamic, people-first environment.

Make an Impact Across Regions – Partner with business leaders to drive meaningful change.

Apply Today!